Events

Client engagement and Coffee!

Event date and time May 07, 2024 02:03 PM Eastern Daylight Time - May 08, 2024 12:00 AM Eastern Daylight TimeMay 07, 2024 02:03 PM Eastern Daylight Time - May 08, 2024 12:00 AM Eastern Daylight Time

Event location 150 West Ridge Dr , Toronto, Ontario150 West Ridge Dr , Toronto, Ontario

Keeping clients engaged is one of the most challenging roles of financial advisors and RIAs to keep their business growing successfully.

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Client relationship conference

Event date and time Apr 12, 2024 02:08 PM Eastern Daylight Time - Apr 14, 2024 12:00 AM Eastern Daylight TimeApr 12, 2024 02:08 PM Eastern Daylight Time - Apr 14, 2024 12:00 AM Eastern Daylight Time

Event location 28 Rolling Elm St , Toronto, Ontario28 Rolling Elm St , Toronto, Ontario

Traditional client management programs like sending birthday cards, occasional phone calls, or email reminders can be a good start but it's often not enough to really stand out.

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